Calls Overview

Call records in SalesNOW store information about both scheduled phone calls (calls that you've planned in the future with your customers see Scheduling Calls) as well as call logs (records of calls that have taken place with your customers see Creating Call Logs ).

Call records in SalesNOW store a variety of information, each separated sub-tabs. When you open a call record, the General sub-tab opens by default. To move to a different sub-tab, click the Escape key. Notice that the General sub-tab will change in color from white to orange. To move to a different sub-tab, scroll left or right and click the trackball to enter into a different sub-tab section. The sub-tabs within the activity record are:

General Information this is the call's basic information such as the call's subject, contact and/or company association, lead or deal association, the phone number to call, type, status, priority, start and end date and time, duration, reminder settings, attendees and public and confidential notes.
Custom this section stores information from any custom fields that may have been added to the call record by your SalesNOW Administrator. Note - the custom bar will not appear if there are no custom fields that have been added on the call document.
Contacts this section stores the names of any contacts that have been associated with this call and also their roles.
Companies this section stores the names of any companies that have been associated with this call and also their roles.

Calls Overview

See Also: